AlphaSimplex Portfolio Manager David Kuenzi presents a model for risk premia strategies, with a focus on adaptive approaches to markets.
Loomis Sayles Portfolio Manager Matt Eagan provides a 2019 outlook and his thoughts on where investors may find fixed income opportunities in the months ahead.
Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.
Everyone wants to improve the ability of Americans to save for retirement – but the work of reform is challenging. Paul Richmond of the Insured Retirement Institute provides an update.
Stock market turbulence may not reflect business fundamentals and could represent value opportunities for active managers.
The 2018 Global Survey of Financial Professionals revealed advisors are confident about their own ability to handle market factors for themselves and for their clients, but are concerned about investors making three key mistakes.
Analyzing market headwinds and tailwinds via business fundamentals may provide investors some insights into where they might be headed over the short term.
The synchronized global equity rally may be winding down, and moderate model portfolios were lucky to eke out modest gains in the first half of 2018.
The mindful use of resources, thoughtfulness about social footprints, and good corporate governance have become mainstream angles to consider in today’s investment world.
Minimum volatility strategies have the potential to reduce the negative effects of market movements on portfolios.
With talk of the tech stocks rampant the last few years, a look at index concentration and its potential impact for investors.
Seismic shifts in media and advertising, stock ideas, and risks associated with disruptions are analyzed by a Vaughan Nelson senior portfolio manager.
A look at the potential path of the global economy, potential headwinds to growth, and the likelihood of a recession in the near-term.
An AlphaSimplex Group client portfolio manager discusses why he believes it is better to focus on long-term investment risks rather than short-term returns.
Low/minimum volatility strategies are designed to perform over the long term, protecting portfolios from unexpected downturn.
Credit selection, market views, and value opportunities are discussed with a PM from Loomis Sayles’ Global Bond Team.
An active management approach may help manage portfolio risk and uncover opportunities in the current market environment.
With the return of market volatility, professional fund buyers reveal their top concerns–and how they plan to meet their goals despite them.
A data-driven look at how low-risk strategies have the potential to provide high returns in equity portfolios.
How financial professionals plan to navigate market volatility in 2018 by giving advice from both sides of the brain.
Despite facing a triple threat, institutional investors weren’t surprised by geopolitical, interest rate, and volatility risks.
Equity returns hit new highs in 2017, but which model portfolios had the best performance?
Three veteran portfolio managers explore the advantages of high active share and putting distance between the benchmark and portfolios.
Three ways institutional investors are preparing for a market shift – and how they plan to balance risk management with investment return.
Equity substitutes, equity complements, and equity diversifiers. All of these strategies may play a role in risk mitigation, but they do so in different ways.
Financial professionals play a key role in helping investors manage risk and reach financial goals in all market conditions.